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Our Team

Our journey into financial planning is deeply personal.

Like many of our clients, we’ve seen firsthand how overwhelming it can be to navigate important financial decisions without clear guidance. Friends, family, and colleagues often struggled to find advice they could trust—advice that was both understandable and truly aligned with their goals. That experience is what led us here.

Today, we combine real-world perspective with professional training to help individuals and families move forward with clarity and confidence. Our mission is simple: to help you make informed decisions, avoid costly mistakes, and build a plan that supports the life you want to live.

What sets our team apart is our commitment to education. We believe financial planning shouldn’t feel intimidating or out of reach. Instead, we focus on breaking down complex concepts into clear, practical strategies—so you not only understand your plan, but feel confident implementing it.

Over the years, we’ve built our reputation on this approach: meeting people where they are, simplifying the process, and equipping them with the knowledge to pursue their financial goals with purpose.

Just as important, we believe in showing up for the communities we serve. Whether working one-on-one with clients or sharing insights more broadly, we are committed to making a meaningful, lasting impact.

Because at the end of the day, financial planning isn’t just about numbers—it’s about helping people achieve independence, security, and peace of mind.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Tyler Otto

Founder and Financial Advisor

720-833-4433

720-808-1924

720-833-5660

tyler@escapevelocityfinancial.com

Working with Tyler enables clients to build a long-term relationship with a skilled financial advisor while also building clarity about their finances and the next steps they need to take in order to reach their financial escape...
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Trevor Otto

Financial Advisor

402-312-7797

877-568-7666

trevor@escapevelocityfinancial.com

Trevor has been working with small town banks and customers with their investments and futures since 2015. In 2018, Trevor took over the business from his father and has pushed forward to help his clients achieve their financial goals...
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Kayanna Bennett

Business Support Manager

7208334433

7208335660

kay@escapevelocityfinancial.com

Escape Velocity is honored to welcome Kayanna Bennett to our Colorado team in September 2025 as our new Business Support Manager! Kay is as sharp as they come and has a heart for service. You can actually hear Kay's cheerful smile over...
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Jayme Lowell

Financial Advisor Assistant

402-318-3493

877-568-7666

Jayme.lowell@osaicwealth.com

Jayme provides assistance for Escape Velocity Financial Planning with an array of job duties. While she is responsible for opening new accounts, compliance, and keeping client information up to date, her duties are more comprehensive...
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Laura Otto

Launch Support

720-833-4433

laura@escapevelocityfinancial.com

Laura provides launch support for Escape Velocity Financial Planning and its clients by filling in as needed with tasks both big and small. Her background as a librarian equips her to excel with research, organization, systems...
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Bill Eldridge

Financial Advisor

307-206-2313

307-202-9808

720-833-5660

bill@escapevelocityfinancial.com

Born and raised outside of Boston, Bill brings the same loyalty, discipline, and team-first mindset that comes with being a lifelong Boston sports fan into every client relationship. He and his wife, Delia, recently celebrated 34 years...

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Mark Parcells

Financial Advisor

720-340-3950

720-868-5150

mark@escapevelocityfinancial.com

Mark brings a rare combination of leadership, discipline, and real-world financial guidance to his role as a financial advisor at Escape Velocity Financial Planning. A graduate of the United States Military Academy at West Point, he...

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